- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹28677 Cr | ₹602 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 May 2005 | 12 Feb 2024 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 25% | % |
| Expense Ratio | 1.61 | 2.33 |
| Manager | Pradeep Kesavan | Vinay Paharia |
| ISIN Code | INF200K01305 | INF663L01X88 |
| Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.99% | -3.24% |
| 6 Month | -10.42% | -12.94% |
| 1 Year | 6.42% | 5.59% |
| 3 Year | 16.05% | - |
| 5 Year | 20.97% | - |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -7.17% | -8.78% |
| 1 Year | -10.34% | -13.62% |
| 3 Year | 13.16% | - |
| 5 Year | 17.78% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.74% | - |
| 3 Year | 14.69% | - |
| 5 Year | 14.88% | - |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.75% | - |
| Sharp | 0.69% | - |
| Beta | 0.85% | - |
| Alpha | 1.2% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Name | Pradeep Kesavan | Vinay Paharia |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 10 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.69 | 5.78 |
| Large Cap | 39.72 | 50.23 |
| Small Cap | 18.23 | 4.84 |
| Mid Cap | 35.36 | 39.15 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 5.57 | 5.78 |
| Energy | 3.35 | 4.59 |
| Technology | 8.74 | 10.7 |
| Basic Materials | 11.76 | 7.99 |
| Industrials | 10.81 | 12.98 |
| Consumer Defensive | 7 | 3.83 |
| Financial Services | 24.7 | 22.15 |
| Healthcare | 9.85 | 9.99 |
| Consumer Cyclical | 12.56 | 14.08 |
| Communication Services | 3.27 | 6.13 |
| Utilities | 2.4 | 1.09 |
| Real Estate | - | 0.69 |
Top Comparisons
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.09%
HDFC Short Term Debt Fund - Growth Option
3Y Returns6.61%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns6.15%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.5%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.69%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns12.21%
HDFC Asset Allocator Fund of Funds - Growth Option
3Y Returns14.03%
